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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (96792)	1/19/2000 8:29:00 PM
From: bhagavathi	Read Replies (1) \| Respond to of 186894

Tony, RE:" Two years from right now or two years from when it comes out? Either way sounds very aggressive. Barrett or Grove went on record that IA-64 and IA-32 would coexist for ten years, I think it was. Assumption then is that 32 bit goes away. Also, the high power (watts), and cost of Itanium probably keeps it in servers and workstations for a good while. Further, available software can't ramp up immediately. Let me conjecture here. IMHO if Intel can have the entire CPU supplier, industry for itself why not do it. Not to worry about any competition AMD, etc. As mentioned in earlier post, economics will force they small players like AMD, etc to stay in a market which is quickly moving on to IA-64, at the same time shrinking their market. The faster this happens the better it is for intel. Then you don't have to hear about AMD anymore. Analogous to pulling away from the competition. mula